Tag: Millionaire Next Door

There has been a lot of press coverage recently about American citizens using Swiss accounts for tax evasion purposes. I have spent thousands of hours researching the affluent and advising the majority of the top fifty financial institutions in America. Yet, I have only spent about two (2) hours consulting with a group of executives employed by a bank […]

Jerry the Pharmacist – Focus groups with millionaire-next-door types are always interesting. Participants in one particular focus group I conducted had to have a financial net worth of at least $5 million. At the onset, I asked each respondent to introduce themselves and briefly profile their vocations. First there was a man who produced scientific […]

Last week I received an email from a reader about the content found in my first three books: Marketing to the Affluent, Selling to the Affluent and Networking with the Affluent and Their Advisors. This writer was concerned that these books might be merely a rehash of each other. In fact, each book is unique, as you’ll see […]

A reader recently sent me this note about one of his clients . . . Hello, Tom: A client of mine, Fred – A Millionaire Next Door Type, is a tire dealer . . . claims he has three kinds of customers: onezys, twozys, and threezys. When a buyer walks into Fred’s store. . . […]

People often ask me why I write books. I get a great deal of satisfaction explaining how millionaires become wealthy in one generation. But also, I have given more than 3,000 lectures. You cannot inventory these lectures. To earn a living as a lecturer, you have to keep lecturing! But with a book, once it […]